Roles and Responsibilities
Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and skilled manner.
Provide accurate information on financial products such as stocks, bonds, mutual funds, insurance policies, etc. to customers.
Maintain records of all interactions with customers using CRM software.
Collaborate with internal teams to resolve complex issues that require escalation.
Identify cross-selling opportunities for current product sales or upselling existing ones based on customer needs.